Comprehensive Financial Consultants Institutional’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Comprehensive Financial Consultants Institutional’s Portfolio IJS Stock Details IJS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,990	Closed	-$202K	–	308
2021 Q4	$202K	Buy	+1,990	New	+$209K	0.13%	154

Other funds holding IJS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's IJS Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2022, closing a stake of 1,990 shares — an estimated $202K sold.

Comprehensive Financial Consultants Institutional first reported a position in IJS in Q4 2021 and held it in 1 quarter. The position peaked at $202K in Q4 2021. 737 funds tracked by Wall St. Rank hold IJS as of Q1 2022.

Comprehensive Financial Consultants Institutional reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2022 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 1,990 iShares S&P Small-Cap 600 Value ETF shares in Q1 2022, an estimated $202K.
Comprehensive Financial Consultants Institutional first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2021 and held it in 1 quarter.
Comprehensive Financial Consultants Institutional's iShares S&P Small-Cap 600 Value ETF position peaked at $202K in Q4 2021.
737 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.